Lorne Yuffe is a highly accomplished and trusted financial advisor with over 19 years of experience in the industry. Known for his expertise in wealth management, retirement planning, and investment strategies, Lorne has helped numerous individuals and families achieve their financial goals. With a client-centric approach and a deep understanding of the ever-changing financial landscape, Lorne has built a reputation for providing personalized and comprehensive financial advice.

Lorne developed a strong work ethic and a passion for finance from an early age. He excelled academically and earned a B.A. and then a B.R.S from the University of Manitoba. Lorne pursued further education and obtained a CERTIFIED FINANCIAL PLANNER^® designation, solidifying his commitment to excellence in the field.

Lorne’s approach to financial advising is centered around building long-term relationships with clients. He believes that understanding their aspirations, concerns, and values is crucial in developing effective financial plans. By conducting thorough assessments of their financial situations, risk tolerance, and goals, Lorne creates customized strategies that align with each client's unique needs.

His expertise spans various areas, including retirement planning, investment management, tax planning, estate planning, and risk management. Lorne stays up to date with the latest industry trends and regulations, ensuring that clients benefit from the most current and relevant advice.

When Lorne is not working with a client, you will usually find him spending time with his wife Sara and children Hannah and Jacob.

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